Chartered and Fellow of the Personal Finance Society
Flora is a Chartered Financial Planner of the Chartered Insurance Institute (CII) and a Fellow of the Personal Finance Society.Chartered Financial Planner
The CII's purpose, as set out in its 1912 royal charter, is to 'Secure and justify the confidence of the public' in its members and the insurance sector as a whole. It aims to do this through setting standards of integrity, technical competence and business capability. Chartered status is a symbol of technical competence. It demonstrates that Flora is at the forefront of her profession and serves as a mark of trust with our clients and professional connections. Flora became a Chartered Member of the Chartered Insurance Institute in 2018.
Fellow of the Personal Finance Society
Taking this accreditation further still, a year later, Flora was awarded Fellow status. Becoming a Fellow of the Personal Finance Society includes the rigorous assessment of advisers on their experience. The accreditation criteria are recognised as an industry benchmark. We believe the quality of Flora’s advice, experience and skillset with this level of Fellowship recognition, adds extra value to our client outcomes and our commitment to ongoing client servicing.